AFS
USRT icon

Access Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Access Financial Services’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,735
Closed -$778K – 89
2022
Q4 		$778K Sell
15,735
-177
-1% -$8.77K 0.48% 62
2022
Q3 		$756K Buy
15,912
+277
+2% +$15.2K 0.49% 61
2022
Q2 		$835K Buy
+15,635
New +$919K 0.48% 64

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Envestnet Asset Management
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Access Financial Services's USRT Position: Q1 2023 in Review

Access Financial Services sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 15,735 shares — an estimated $778K sold.

Access Financial Services first reported a position in USRT in Q2 2022 and held it in 3 quarters. The position peaked at $835K in Q2 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Access Financial Services reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Access Financial Services sold 15,735 iShares Core US REIT ETF shares in Q1 2023, an estimated $778K.
  • Access Financial Services first reported a position in iShares Core US REIT ETF in Q2 2022 and held it in 3 quarters.
  • Access Financial Services's iShares Core US REIT ETF position peaked at $835K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Access Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.